Client Service Associate - Wealth Team Support
$60k - $85kMorgan Stanley
Morgan Stanley in Seattle is seeking a Registered Client Service Associate to provide exceptional service to clients and support Financial Advisors. The successful candidate will build trusted client relationships and excel in a fast-paced environment. This role requires strong organizational skills, knowledge of financial products, and proficiency in Microsoft Office suite. The position offers a salary range of $60,000 - $85,000 per year, along with competitive benefits including medical, dental, and 401(k). #J-18808-Ljbffr
$55k - $95k
...Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships. Leading...SuggestedTemporary workWork at officeLocal area$70k - $95k
Overview Client Service & Operations Associate — Wealth Management Company: One Oak Wealth Management Location: South Lake... ...We invest in our people from within — supporting your progression from individual contributor to team lead, manager, and beyond. What You’ll...SuggestedWork at office$55k - $95k
...A leading financial services firm in Seattle seeks Client Service Associates to enhance client relationships and provide exceptional support to Financial Advisors. Ideal candidates should possess... ...a rewarding career within a dynamic team environment. #J-18808-Ljbffr...Suggested$50k - $60k
...Client Service Associate Oppenheimer & Co. Inc.'s Private Client Division is... ...primary responsibility is to support Financial Professionals in day... ...day operations of a growing wealth management practice. This... ...well as a member of a small team. This role will assist in performing...SuggestedFull timePart timeLocal area$85k - $100k
...Client Service, Senior Associate Seattle, WA At Freestone, we believe in making... ...success, we are an independent wealth and asset management firm... ...Headquartered in Washington, with a team of over 120 professionals,... ..., including administrative support, and money movements....SuggestedFull timeSummer workWork at office- ...Client Service Associate Greater Seattle Area Our client is a growing wealth management firm serving UHNW individuals, families, and institutions. With a reputation... ...advisory, planning, and operational support services. The team operates within a dynamic, fast-paced...Work at office
$23.51 - $39.18 per hour
...for the Sound CU will support financial advisors associated with LPL Financial... ...continue building on your wealth management... ...daily with advisors and clients, taking ownership of... ...provide education on services and technology.... ...collaborate with internal teams to resolve complex...Full timeWork at officeLocal areaWork from home$55k - $95k
...Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships. Leading...Temporary workWork at officeLocal area$90k - $120k
...Senior Client Service Associate Robertson Stephens Wealth Management ("Robertson Stephens") is a privately held national... ..., curiosity, and innovation, our team shares a strong work ethic and a... ...closely with the advisor/team to support their clients Work within a...Temporary workWork at officeFlexible hours$80k - $90k
...Client Service, Associate Seattle, WA At Freestone, we believe in making a... ...success, we are an independent wealth and asset management firm... ...Headquartered in Washington, with a team of over 120 professionals,... ...and administrative support to advisors and team members...Summer work$55k - $95k
...Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships. Leading...Temporary workWork at officeLocal area$70k - $110k
...Parcion Private Wealth partners with business owners... ...to delivering legendary service and impact. Parcion Private... ...dynamic individual and team player to assist our... ...operations and client service. We are seeking... ...technology tools, phone support, and meeting coordination...Full timeTemporary workLocal areaMonday to Friday$60k - $85k
...Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/Private Wealth Advisor(s) (PWAs)/teams on a daily basis. The successful candidate will build trusted client relationships through strong interpersonal...Temporary workWork at officeLocal area$60k - $70k
...investment bank and full service broker-dealer.... .... Inc.’s Private Client Division is... ...Registered Client Service Associate for their Seattle... ...is to support Financial Advisors... ...operations of a growing wealth management practice... ...member of a small team. This role will assist...Full timePart timeLocal area$31.4 - $38.6 per hour
...Join Our Team at Brighton Jones Ready to make a... ...we're a purpose-driven, client-focused team committed... ...the industry in aligning wealth, passion, and purpose... ...critical member of the Client Service team, you will work... ...oversight and support the Lead Advisors on strategic...Hourly payFull timeSummer workWork at officeLocal areaImmediate startMonday to FridayFlexible hours- Bank of America in Seattle is looking for a dedicated client service professional to support Financial Advisors in delivering excellent service to clients. The role requires a strong focus on client needs and the ability to manage multiple responsibilities in a fast-paced...
$55k - $95k
...Morgan-Stanley in Bellevue, WA, is seeking a Client Service Associate to support Financial Advisors and enhance client relationships. The role involves executing transactions, managing schedules, and educating clients on digital tools. The successful candidate will have...Work at office- Apella Wealth in Bellevue, WA, is seeking a detail-oriented professional to provide exceptional client service and administrative support to Financial Advisors. The ideal candidate will have 3-5 years... ...ensuring organization within the team. This is an excellent opportunity...
- ...A leading investment advisory firm in Seattle is seeking two Client Service Associates, one entry-level and one mid to senior level. These roles provide essential support to advisory teams while offering opportunities for growth in the financial industry. Ideal candidates...Full time
$80k - $95k
...ROLES NEEDED Client Service Associate and Senior Client Service Associate (2 roles) Salary range for... ...career opportunities for self‑motivated, team‑oriented professionals. Position... ...level position, both are instrumental in supporting advisory teams. They are also an excellent...Full timeH1bWork at office$54k - $71k
...Client Service Associate At Edelman Financial Engines (EFE), our purpose is to guide people with the... ...lives. As a member of the Client Services team, you’ll partner with the Financial... ...clients, appointment preparation, and supporting the completion of required paperwork....$22.64 per hour
...Client Services Associate Seattle, Washington, United States Job Title: Client Services Associate... ...real-time assistance during interviews. SPS team members may use transcription or note-taking technology solely to support accurate interview documentation. SPS...Temporary workWork experience placementImmediate start$30 - $33.65 per hour
...financial solutions across our Wealth Management, Capital Markets, Futures... ..., and Advanced Clearing & Prime Services divisions. Headquartered in Los... ...currently seeking a Registered Client Service Associate to provide comprehensive support to Financial Advisors and senior...Work experience placementWork at officeLocal areaFlexible hours- A leading benefits service provider in Bellevue, WA, is seeking a Client Associate to support its account teams. This role involves learning about the employee benefits Client Service Cycle and assisting in client-related tasks. Key skills include communication, adaptability...Flexible hours
$43 - $45 per hour
...Client Service Associate Our client, a leading independent investment management firm, is seeking... ...Job Summary The Client Service team partners with the portfolio management... ...our next Client Service Associate to support our growing business. Successful candidates...Hourly payContract workWork experience placementWork at office$60k - $80k
Associate Project Manager - Settlement & Claims Administration This... ...execution, coordination and client service in a deadline‑driven, regulated... ...environment. What You’ll Do Support Senior Project Managers on... ...process improvements and cross‑team collaboration Qualifications...Local area- ...Bellevue financial advisory firm is immediately seeking an 'A-Team' Senior Client Service Associate. Minimum Requirements Passionate about customer service... ...professionals). We are a fast growing independent wealth management firm. We are dedicated to providing the best...Full timeSeasonal workLocal areaImmediate start
- ...Leverage Planners LLC in Bellevue is seeking a Senior Client Service Associate to act as a primary point of contact for clients and advisors. This full-time position requires a passion for customer service and at least 3 years in the financial services industry. The ideal...Full time
$30 - $33.65 per hour
Wedbush in Seattle is seeking a Registered Client Service Associate to support Financial Advisors and senior management. The role includes providing sales and administrative support, maintaining client account information, and organizing meetings. Successful candidates...$65k - $85k
UBS is seeking a full-time Client Service Associate in Bellevue, Washington. This role involves maintaining client information systems, educating clients about account services, and preparing materials for client meetings. Ideal candidates will have 1-3 years of experience...Full time
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